- Executed and implemented the strategic planning that resulted in the growth of $500 million to over $1 billion in assets under management.
- Reorganized the entire organizational and accountability chart to increase efficiency, client experience, and employee satisfaction.
- Led an organizational initiative on client retention—successfully launched and executed a client survey and an enhanced service program and defined the organization’s referral strategy.
- Created and executed defined processes and procedures for the entire organization, including employee handbook, compliance manual, and internal brain.
- Worked with the entrepreneurial operating system (EOS) process and implemented the organization pulse process to gauge employee engagement.
- Designed and coordinated restructure that enabled record growth and employee satisfaction.
- Served as the chief human resources officer (CHRO), managing sourcing, recruitment, onboarding, benefits, employee incentive programs, monthly staff meetings, drafting and maintaining job description, organizational chart, and accountability chart.
- Led the marketing and business development teams to increase lead flow and conversions.
- Restructured and streamlined the client onboarding process.
- Collected, cleaned, and provided modeling and analysis of structured and unstructured data used for business analytics and forecasting.
Focus areas: Change Management, Organizational Design, Key Performance Indicators (KPIs), Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Sales Operations, Business Development, Marketing, Implementation, Consulting, Entrepreneurial Operating System (EOS), Process Improvement, Process Mapping, Microsoft, Microsoft Teams, Salesforce, Asana, Google, Gmail, Business, FINRA, Fractional CFO, COO, Compliance, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Kanban, CEO, Business Operations, Staffing, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Growth Strategy, Sales Strategy, Product Strategy, Financial Modeling, Business Models, Chief Operations Officer (COO), Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, COGS Analysis, Fundraising, Mergers & Acquisitions (M&A), Pro Forma Analysis, M&A Modeling, Data Analysis, Market Research Analyst, Financial Analysis, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Three-statement Modeling, Financial Services, Business Analysis, Use Case Analysis, Project Management, Workflow Diagrams, Use-case Diagram, Wealth Management, Business Plan Consulting, Financial Products, Fintech, Strategy, M&A (Buy-side), Business Cases, Marketing Strategy, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Retail & Wholesale, Finance, Startup Consulting, Equity Research, ESOPs, Equity Research Analysis, Investment Portfolio Management, Portfolio Management, High Net Worth Individuals (HNWI), Financial Markets, Events, Philanthropy, Sponsorship, Charity, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Asset Allocation, Equities, Investments, Family Office, Family Office Consultants, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Private Equity, Investor Relations, Investor Relations Consultant, Institutional Investors, Investment Funds, Data Analytics, Data Management, Business Intelligence (BI), Employee Experience, Communication Strategy, Communication, Stakeholder Management, Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, Agile Product Management, Product Management, Chief of Staff, Document Management, Organization Assessment, Strategic Planning, Asset Management, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow